DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at TOTAL CLARITY WEALTH MANAGEMENT, INC
ST. CHARLES, IL | LISLE, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| TOTAL CLARITY WEALTH MANAGEMENT, INC | Independent wealth | Dec 21, 2023 | n/a | yes | LISLE, IL|ST. CHARLES, IL | Current employment |
| CAPITAL POINT FINANCIAL GROUP, LTD. | Former SEC adviser | Nov 8, 2019 | Jan 8, 2024 | no | GLENVIEW, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL POINT FINANCIAL GROUP, LTD. | TOTAL CLARITY WEALTH MANAGEMENT, INC | Jan 8, 2024 | Dec 21, 2023 | -18 | Firm change | RIA to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 171867:142728:IL:2024-01-08 | Jan 8, 2024 | Dec 21, 2023 | GLENVIEW, IL | Firm change |